BCI - Brokerage Consultants Ltd.

Our Focus: Financial Services

We connect the right people with the right positions throughout the financial community.

  • Asset Management
  • Alternative Investments
  • Banking
  • Broker/Dealers
  • Commercial Lending
  • Consulting
  • Corporate Treasury
  • Family Offices
  • Financial Services Software Services
  • Insurance & Pension Funds
  • Municipal Finance
  • Private Equity
  • Real Estate Finance
  • Trading

Brokerage Consultants - Financial Recruiting

Tap our resources.

They run deep. Since our inception we've kept our focus trained exclusively on the financial industry, and we've built a vast network of contacts in the process. Let us put those resources to work for you. We'll connect you with the most current job openings at the most desirable companies in Chicago or nationwide.

Job Order:

Job Type:

Lead Education Specialist (997-11)

Chciago, IL

The Education Specialist Lead will be responsible for the creation, delivery
and implementation of all education materials provided to our customers. In
addition, applies industry best practices as well as internal standards to
ensure quality and effectiveness.

Help drive customer retention, new growth and reducing the time to start
trading by providing timely and effective training materials and Webinars
along with follow-up and customer support
Ensure that new Customers are prepared for their initial and on-going
utilization of the multi-product offerings as well as functional features
and support services. This will include creating, implementing and managing
education and learning programs
Provide a quality webinar experience with metrics and follow up surveys to
measure impact on customer engagement
Consult with key stakeholders to identify tasks and knowledge/performance
Work collaboratively with Operations, Product and Client Service teams to
determine if current training programs and materials are meeting the needs
of the customer
Support the goals of the organization by acting in diverse roles during peak
periods (could include long instruction support, taking incoming phone
calls, assisting with queue work, Implementation support etc.)
Evaluate effectiveness and recommends revisions to current training programs
and recommends new training initiatives.
Work with external vendors and education providers to increase our
educational offerings and content
Keeps up-to-date and proficient on all new product rollouts, existing
product enhancements and customer communications.
Thorough knowledge of Trading both Equities and Equity derivatives, as well
as other internal systems which may include but are not limited to, JIRA,
Confluence and Microsoft Office

Bachelor's degree or equivalent in education and experience
At least 5 years of experience within the financial and/or retail brokerage
Minimum 5 years of experience creating education materials, and delivering
the content virtual, online and in person
As the subject matter expert must be able to communicate content effectively
in an online environment
Superior level of communication with both internal employees and external
Proficiency and in-depth knowledge of Retail trading, Equity and Equity
Series 7 and 63
Well-rounded Presentation Skills
High level of integrity and strong work ethic

Alternative Investments // Asset Management // Banking // Broker Dealer // Compliance and Legal // Stock Exchanges // Trading